We Found Where 40% of a Tax Firm’s Time Was Going (And How to Get It Back)
Last month, we walked into a tax preparation office expecting to deliver a training session on AI and automation. Two hours later, we’d mapped their complete 13-step client intake process and discovered something remarkable: opportunities to reduce phone call...
The Long Game: Why We Called Our Own Co-Founder (And What Our Clients Taught Us About Persistence)
“I am a forever fan, forever client. This is home.” “Tell Jean I said hi, we go way back, more than 20 years.” This December, we called every client—including our own co-founder in his role as GHACC president. What we heard reminded us that the long game—built on relationships, persistence, and showing up—is the one that actually wins.
From Fear to Fortune: What Our Clients Said About 2025
“My confidence has grown from 25% to 1000%.” “We’re working with the Department of Education.” “I’m a creative and you guys are gifted at the other stuff.” Every year, we call every client to celebrate their wins and hear their stories. This year’s conversations reminded us why we love what we do—and why transformation comes in so many different forms.
Short Form Video Giveaway
Our Holiday gift for our clients and members! Short Form Video Giveaway InstagramThis field is for validation purposes and should be left unchanged.Name First Last Email Phone1. Where can we find your long-form video?(Required) Add the link to your YouTube,...-
CAPABILITY STATEMENT$150.00
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